Concurrent Investment Advisors, LLC Purchases and Sells in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Top Buys

Incresed Positions

683 operations
Stock Shares change Price Range Shares Held Trade History
872K
+ 309.43%
$91.45 - $91.75 $79.7M - $80M
1.15M $106B
46.2K
+ 24.83%
$507.05 - $563.67 $23.4M - $26.1M
232K $119B
122K
+ 42.41%
$190.26 - $242.06 $23.3M - $29.6M
411K $78.2B
125K
+ 24.52%
$209.68 - $247.1 $26.1M - $30.8M
633K $137B
14.4K
+ 24.07%
$442.66 - $534.52 $6.37M - $7.69M
74.2K $39.5B
119K
+ 1461.99%
$91.76 - $103.26 $10.9M - $12.3M
127K $11.8B
View all

New Holdings

214 operations
Stock Shares change Price Range Shares Held Trade History
PGIM ETF TR
396K
New
N/A
396K $20.3B
203K
New
$43.4 - $47.51 $8.83M - $9.66M
203K $8.83B
VICTORY PORTFOLIOS II
241K
New
N/A
241K $8.27B
WISDOMTREE TR
136K
New
N/A
136K $5.97B
CAPITAL GROUP GLOBAL EQUITY
161K
New
N/A
161K $4.16B
23.7K
New
$142.84 - $156.59 $3.39M - $3.71M
23.7K $3.39B
View all

Top Sells

Reduced Positions

261 operations
Stock Shares change Price Range Shares Held Trade History
-577K
- 71.12%
$95.85 - $99.25 $55.3M - $57.2M
234K $23.2B
-857K
- 83.33%
$55.77 - $85.37 $47.8M - $73.2M
171K $10.6B
-147K
- 47.91%
$92.45 - $106.69 $13.6M - $15.7M
160K $14.8B
-17.1K
- 9.76%
$551.42 - $612.93 $9.42M - $10.5M
158K $88.4B
-13K
- 9.8%
$468.34 - $539.52 $6.11M - $7.04M
120K $56.3B
-2.62K
- 4.45%
$222.15 - $428.22 $581K - $1.12M
56.2K $14.4B
View all

Options

Calls

22 operations
Stock Shares change Price Range Shares Held Trade History
1K
New
$114.1 - $135.66 $114K - $136K
1K $132M
200
New
$576.36 - $736.67 $115K - $147K
200 $115M
5K
New
$14.77 - $24.42 $73.9K - $122K
5K $77.2M
1K
New
$34.58 - $45.97 $34.6K - $46K
1K $46M
300
New
$129.7 - $155.12 $38.9K - $46.5K
300 $44.1M
100
New
$217.4 - $264.74 $21.7K - $26.5K
100 $24.9M
View all

Puts

11 operations
Stock Shares change Price Range Shares Held Trade History
5K
+ 5000.0%
$209.68 - $247.1 $1.05M - $1.24M
5.1K $1.13B
100
New
$496.65 - $710.01 $49.7K - $71K
100 $52.6M
200
New
N/A
200 $52.4M
1K
New
$39.45 - $85.5 $39.5K - $85.5K
1K $40.2M
200
New
$172.23 - $301.3 $34.4K - $60.3K
200 $34.4M
100
New
$167.82 - $208.28 $16.8K - $20.8K
100 $17.1M
View all
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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